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352 hedge funds and large institutions have $6.41B invested in Icon in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 109 increasing their positions, 143 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 34

15% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $9.75M

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

1% more funds holding

Funds holding: 347352 (+5)

4% more capital invested

Capital invested by funds: $6.14B → $6.41B (+$272M)

0.22% less ownership

Funds ownership: 87.14%86.93% (-0.22%)

24% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 143

Holders
352
Holders Change
+5
Holders Change %
+1.44%
% of All Funds
7.62%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.35%
New
43
Increased
109
Reduced
143
Closed
34
Calls
$11.2M
Puts
$9.75M
Net Calls
+$1.44M
Net Calls Change
+$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
326
Squar Milner Financial Services
California
$8K
VFA
327
Valeo Financial Advisors
Indiana
$8K +$545 +4 +8%
FPFS
328
First Personal Financial Services
North Carolina
$7K -$7.22K -53 -50%
CHP
329
Cable Hill Partners
Oregon
$7K
MCM
330
MV Capital Management
Maryland
$7K
HR
331
Howe & Rusling
New York
$7K +$1.23K +9 +23%
CFN
332
Cordasco Financial Network
Florida
$6K
FRA
333
Front Row Advisors
California
$6K
GWS
334
Glassman Wealth Services
Virginia
$6K +$409 +3 +7%
RIM
335
Ranger Investment Management
Texas
$6K +$1.91K +14 +52%
IAS
336
IMA Advisory Services
Colorado
$5K
WT
337
Whittier Trust
California
$5K
RTC
338
Riverview Trust Company
Washington
$5K +$5.32K +39 New
WPA
339
West Paces Advisors
Georgia
$4.92K
AOWM
340
Alpha Omega Wealth Management
Virginia
$4K
TAIM
341
TD Ameritrade Investment Management
Nebraska
$4K +$136 +1 +3%
JWA
342
JFS Wealth Advisors
Pennsylvania
$4K +$3.54K +26 New
IA
343
IFP Advisors
Florida
$3K -$232K -1,700 -98%
CWA
344
Clarus Wealth Advisors
Arizona
$3K
LWA
345
Lenox Wealth Advisors
New York
$3K
SMG
346
Spectrum Management Group
Indiana
$3K
LWM
347
Liberty Wealth Management
California
$3K +$409 +3 +13%
RIA
348
Realta Investment Advisors
Delaware
$3K +$3.41K +25 New
CIAS
349
Capital Investment Advisory Services
North Carolina
$2K
TFGT
350
TS Financial Group (TSFG)
Illinois
$2K +$2.18K +16 New